RIA Intel›Advisers›California›REDMOUNT CAPITAL PARTNERS LLC

REDMOUNT CAPITAL PARTNERS LLC

Advisory

NEWPORT BEACH, CA

Data as of Jul 24, 2026 · Source: SEC Form ADV

Rank in CA

#3,765

of 5,480 advisers by AUM

Average account

$785K

across 47 accounts

AUM per adviser

$12M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 24, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$37M

Discretionary AUM$15M

Non-Discretionary AUM$22M

Discretionary %40.7%

Total Clients32

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NJ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

32 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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